Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Prepare investment reports and support financial consultants with research and client communication.
- Company: Join a dynamic financial services firm dedicated to providing high-quality advice to clients.
- Benefits: Enjoy flexible working options and the chance to develop your skills in a supportive environment.
- Why this job: Be part of a team that values detail and delivers impactful financial solutions for clients.
- Qualifications: Diploma-qualified or working towards Level 4 in Financial Planning; strong understanding of financial products required.
- Other info: Opportunity to build relationships with top investment and insurance providers.
The predicted salary is between 36000 - 60000 £ per year.
HW Global are working with a financial services firm that’s on the lookout for an experienced Paraplanner to support their advisers and admin team. If you’re detail-driven, love digging into the numbers, and want to be part of a business that delivers thoughtful, high-quality advice to clients, this might be for you.
What You’ll Be Doing:
- Preparing clear, thorough investment reports for new and existing clients.
- Putting together pre-investment packs to support financial consultants’ recommendations.
- Researching markets, products, and trends so clients are always getting up-to-date, competitive advice.
- Working closely with administrators to provide technical support when needed.
- Building and maintaining strong relationships with investment and insurance providers.
- Making sure everything you do aligns with FCA Conduct Rules and internal policies.
What We’re Looking For:
- Diploma-qualified (or working towards Level 4 in Financial Planning).
- Confident with complex financial planning – including vulnerable client situations.
- A solid understanding of investment products, pensions, and protection solutions.
- Comfortable balancing technical detail with client-friendly communication.
Qualified Paraplanner - Flexible Location employer: HW Interim Solutions
Contact Detail:
HW Interim Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Qualified Paraplanner - Flexible Location
✨Tip Number 1
Familiarise yourself with the latest financial regulations and FCA Conduct Rules. This knowledge will not only help you in interviews but also demonstrate your commitment to compliance and ethical standards in financial planning.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who are already working as paraplanners. Attend relevant events or join online forums to gain insights and potentially get referrals for job openings.
✨Tip Number 3
Stay updated on market trends and investment products by subscribing to financial news outlets or joining professional associations. This will not only enhance your knowledge but also give you talking points during interviews.
✨Tip Number 4
Prepare to discuss specific examples of how you've supported financial advisers in the past. Highlight your ability to balance technical detail with clear communication, as this is crucial for a successful paraplanner.
We think you need these skills to ace Qualified Paraplanner - Flexible Location
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, focusing on your skills in preparing investment reports and your understanding of financial products. Use keywords from the job description to demonstrate that you meet their requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your attention to detail. Mention specific examples of how you've supported advisers in the past and how you align with the company's values of providing high-quality advice.
Highlight Relevant Qualifications: Clearly state your qualifications, especially if you hold a Diploma in Financial Planning or are working towards Level 4. This will show the employer that you have the necessary educational background for the role.
Showcase Your Communication Skills: Since the role requires balancing technical detail with client-friendly communication, provide examples in your application of how you've effectively communicated complex information to clients or colleagues in the past.
How to prepare for a job interview at HW Interim Solutions
✨Showcase Your Technical Knowledge
As a paraplanner, you'll need to demonstrate a solid understanding of investment products and financial planning. Be prepared to discuss specific examples from your experience where you've successfully navigated complex financial situations.
✨Prepare for Scenario Questions
Expect questions that assess your ability to handle vulnerable client situations. Think about past experiences where you provided support or advice, and be ready to explain your thought process and the outcomes.
✨Highlight Your Attention to Detail
Since the role involves preparing thorough investment reports, emphasise your detail-oriented nature. Bring examples of reports or documents you've created in the past that showcase your meticulous approach.
✨Demonstrate Strong Communication Skills
You'll need to balance technical details with client-friendly communication. Prepare to discuss how you've effectively communicated complex information to clients or colleagues in an understandable way.
